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Financial Accounts
Create and manage your bank accounts, cash registers, and other financial accounts.
4 videos
1
Creating a financial account
Add a new bank account or cash register with its name, currency, and opening balance.
Watch Video
2:15
Step 1
2
Editing account details
Update account name, currency, or description at any time.
Watch Video
1:30
Step 2
3
Reordering accounts
Drag and drop to reorder accounts in the sidebar and reports.
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1:00
Step 3
4
Viewing account balances
Check current and historical balances for each account.
Watch Video
2:00
Step 4